video1.0<iframe src="https://www.loom.com/embed/b0a625d74aa74c5380df607b60ada6d5" frameborder="0" width="1928" height="1446" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14461928Loomhttps://www.loom.com14461928https://cdn.loom.com/sessions/thumbnails/b0a625d74aa74c5380df607b60ada6d5-dda93f0d200ef52c.gif238.737In this video, I’m showing you how to automatically create policy assist requests in Glovebox CRM when a client submits a policy assist form. It’s really simple: just sync your service email in the CRM and input that email in the policy assist settings in Glovebox HQ. Once set up, every submission will generate a service request in the CRM, ensuring all client information is captured. I also emphasize the importance of choosing a specific service email to avoid unnecessary requests. Please make sure to follow the steps outlined to streamline your process!